iShares Russell 2000 Value EIWNETF
13F holders, Q1 2026 (March 31)1,035holders −10
71new positions
68sold out
7famous investors
$189.48avg. 13F price*
At the end of Q1 2026, 1,035 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, down 10 from Q4 2025. 71 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($826.7M) and Envestnet Asset Management Inc. ($406.6M). 7 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $74.8M |
| Exits | 68 | $61.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,672,865 shares bought and 7,777,659 shares sold, net −5,104,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,035 holders
| Bank of America Corp. | 0.08% | Reduce -22.3% | 6,123,638 | $1.2B |
| Morgan Stanley | 0.05% | Add +2.1% | 4,360,341 | $826.7M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -1.8% | 2,144,797 | $406.6M |
| TIAA Wealth Investment Management LLC | 2.18% | — | 1,545,718 | $285.7M |
| D.A. Davidson & Co. | 1.46% | Add +2.2% | 1,273,529 | $241.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.88% | — | 1,200,694 | $227.6M |
| Vaughan Nelson Investment Management, L.P. | 2.11% | Add +0.2% | 1,108,920 | $210.2M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -1.1% | 1,100,598 | $208.7M |
| LPL Financial LLC | 0.05% | Reduce -3.6% | 1,062,477 | $201.4M |
| M&T Bank Corp | 0.64% | Add +1.5% | 1,032,930 | $195.8M |
| Wells Fargo & Company | 0.03% | Reduce -13.8% | 876,818 | $166.2M |
| HSBC Holdings PLC | 0.10% | Add +1784.5% | 859,009 | $162.9M |
| UBS Group AG | 0.03% | Add +4.2% | 839,340 | $159.1M |
| Commonwealth Equity Services, LLC | 0.21% | Add +0.1% | 793,547 | $150.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +2.2% | 727,598 | $137.9M |
| Betterment LLC | 0.24% | Reduce -3.4% | 672,519 | $127.5M |
| Cassaday & Co Wealth Management LLC | 2.60% | Add +1.4% | 644,789 | $122.2M |
| Northern Trust Corp. | 0.02% | Reduce -2.8% | 607,703 | $115.2M |
| Royal Bank of Canada | 0.02% | Add +3.9% | 553,944 | $105.0M |
| JPMorgan Chase & Co. | 0.01% | Add +5.7% | 464,365 | $85.8M |
| Raymond James Financial Inc. | 0.03% | Add +2.1% | 448,003 | $84.9M |
| Pacific Life Fund Advisors LLC | 9.34% | Reduce -0.8% | 428,929 | $81.3M |
| Pathstone Holdings, LLC | 0.31% | Add +4.5% | 414,852 | $78.7M |
| Badgley Phelps Wealth Managers, LLC | 1.47% | Add +0.9% | 390,279 | $74.0M |
| Focus Partners Wealth | 0.07% | Reduce -0.5% | 339,189 | $64.3M |
| Jasper Ridge Partners, L.P. | 1.36% | No change | 321,684 | $61.0M |
| Commerce Bank | 0.30% | Reduce -1.9% | 321,635 | $61.0M |
| Jones Financial Companies LLLP | 0.03% | Add +8.9% | 301,348 | $56.2M |
| Bank of New York Mellon Corp | 0.01% | Add +38.1% | 284,106 | $53.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.0% | 270,318 | $51.4M |
| Sei Investments Co. | 0.05% | Reduce -4.0% | 257,968 | $48.9M |
| MAI Capital Management | 0.28% | Reduce -0.3% | 257,584 | $48.8M |
| Cetera Investment Advisers | 0.05% | Reduce -8.1% | 250,563 | $47.5M |
| Choreo, LLC | 0.57% | Reduce -0.1% | 243,933 | $46.2M |
| AMG National Trust Bank | 0.98% | Reduce -2.4% | 237,810 | $45.1M |
| Stephens Group Asset Management, LLC | 2.87% | Reduce -0.8% | 237,549 | $45.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.13% | Reduce -50.3% | 233,132 | $44.2M |
| Comprehensive Financial Management LLC | 1.45% | No change | 230,481 | $43.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -14.1% | 211,095 | $40.6M |
| Brown Advisory Inc. | 0.07% | Reduce -24.6% | 212,189 | $40.2M |
| Whittier Trust Co. | 0.43% | Reduce -1.2% | 199,452 | $38.5M |
| Natixis Advisors, LLC | 0.05% | Reduce -2.8% | 202,770 | $38.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.4% | 199,558 | $37.8M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -13.9% | 189,169 | $35.9M |
| Fifth Third Bancorp | 0.06% | Add +116.0% | 182,001 | $34.5M |
| FMR LLC | 0.00% | Add +16.5% | 177,073 | $33.6M |
| US Bancorp \de | 0.04% | Add +6.8% | 175,722 | $33.3M |
| Waldron Private Wealth LLC | 1.23% | Reduce -19.4% | 166,686 | $31.6M |
| Mariner, LLC | 0.04% | Reduce -5.3% | 159,270 | $30.1M |
| Courier Capital LLC | 1.64% | Add +1.6% | 154,386 | $29.3M |
| Bank of Montreal | 0.01% | Reduce -4.2% | 154,164 | $29.2M |
| Pure Financial Advisors, LLC | 0.41% | Add +4.1% | 147,543 | $28.0M |
| Johnson Investment Counsel Inc. | 0.22% | Reduce -7.9% | 143,250 | $27.2M |
| WoodTrust Financial Corp | 3.49% | Reduce -9.8% | 142,405 | $27.0M |
| Truist Financial Corp. | 0.04% | Reduce -0.4% | 140,851 | $26.7M |
| BlackRock, Inc. | 0.00% | Add +6.1% | 139,387 | $26.4M |
| Wellington Management Group LLP | 0.00% | Reduce -19.1% | 136,382 | $25.9M |
| BNP Paribas Financial Markets | 0.02% | Reduce -69.5% | 136,078 | $25.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.5% | 131,835 | $25.0M |
| Modera Wealth Management, LLC | 0.30% | Reduce -1.7% | 130,686 | $24.8M |
| Osaic Holdings, Inc. | 0.04% | Add +7.8% | 130,465 | $24.7M |
| Allworth Financial LP | 0.10% | Reduce -1.3% | 125,709 | $23.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -25.2% | 115,483 | $21.9M |
| Powell Investment Advisors, LLC | 7.55% | Add +1.1% | 115,437 | $21.9M |
| Arax Advisory Partners | 0.61% | Reduce -0.8% | 113,534 | $21.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -15.2% | 112,917 | $21.4M |
| Whittier Trust Co. of Nevada Inc. | 0.44% | Reduce -2.8% | 110,561 | $21.3M |
| Captrust Financial Advisors | 0.04% | Reduce -2.5% | 110,499 | $20.9M |
| AQR Capital Management | 0.01% | Reduce -11.4% | 109,273 | $20.7M |
| Corient Private Wealth LP | 0.03% | Reduce -21.5% | 108,564 | $20.2M |
| Cerity Partners LLC | 0.03% | Reduce -9.1% | 104,854 | $19.9M |
| Citadel Advisors | 0.01% | Add +13.7% | 103,769 | $19.7M |
| Zhang Financial LLC | 0.65% | Reduce -0.7% | 99,252 | $18.8M |
| Elite Financial, Inc. | 8.19% | Add +0.1% | 96,411 | $18.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -51.2% | 95,660 | $18.1M |
| Flow Traders U.S. LLC | 0.57% | Add +207.3% | 94,085 | $17.8M |
| Pinnacle Financial Partners, Inc. | 0.13% | Add +0.1% | 92,497 | $17.5M |
| Baird Financial Group, Inc. | 0.03% | Add +2.3% | 91,585 | $17.4M |
| Silvercrest Asset Management Group LLC | 0.13% | Reduce -56.7% | 91,271 | $17.3M |
| National Bank of Canada | 0.02% | Add +4139.4% | 90,807 | $17.2M |
| Creative Planning | 0.01% | Add +2.2% | 89,487 | $17.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.6% | 92,508 | $16.8M |
| Fiduciary Trust Co | 0.20% | Reduce -1.0% | 88,309 | $16.7M |
| Savant Capital, LLC | 0.08% | Reduce -0.3% | 84,756 | $16.1M |
| Thompson Siegel & Walmsley LLC | 0.28% | Reduce -7.5% | 83,735 | $15.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +33.6% | 81,688 | $15.5M |
| Aspiriant, LLC | 0.43% | Reduce -3.1% | 79,883 | $15.1M |
| Waverly Advisors, LLC | 0.11% | Reduce -0.5% | 79,742 | $15.1M |
| Cwm, LLC | 0.04% | Add +30.7% | 76,058 | $14.4M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -2.0% | 75,947 | $14.4M |
| Franklin Resources Inc. | 0.00% | Add +36.3% | 73,836 | $14.0M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -1.1% | 71,528 | $13.6M |
| Hillcrest Wealth Advisors - NY, LLC | 5.42% | Add +0.4% | 70,605 | $13.4M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Reduce -53.3% | 69,913 | $13.3M |
| Two Sigma Investments, LP | 0.01% | Add +89.0% | 68,975 | $13.1M |
| Stifel Financial Corp. | 0.01% | Reduce -9.5% | 68,799 | $13.0M |
| Strategic Equity Management | 4.89% | New | 68,553 | $13.0M |
| Bailard, Inc. | 0.30% | Reduce -2.1% | 67,723 | $12.8M |
| Tiaa Trust, National Association | 0.77% | Reduce -97.6% | 66,970 | $12.7M |
| Ariel Investments | 0.14% | Add +96.5% | 65,455 | $12.4M |
"% of holder's portfolio" is IWN's weight in each manager's 13F, not the share of iShares Russell 2000 Value E the manager owns.